The Beta Site (AC)

This is still not fixed.

I have uninvested cash in my MLIA account, which doesn't show also I can't find a way to move it to my cash account the Beta site
Have to go to the existing dashboard to see the balance and move it to cash acc.

It can be a bit confusing. Awaiting investment funds are not visible, unless clicking on question mark. It is not so obvious for those who are used to the original version.

Can anyone get the 'Search' box to work? I can't.

need to click enter for it to search, doesn't do it automatically like old site.

So I've got my interest payments for 1 May (hooray - and lets not debate the percentage here). I've moved the Cash from my ISA account to my Standard Account, with a view to following up with a withdrawal ... but my cash appears to be stuck in transit.

I'm pretty sure that this was instant on the previous site.

Now my ISA cash has been reduced, but the only sign over in Standard is the appearance of the little question mark which shows the amount as "Awaiting Transfer". So how long do we think this is going to take? I've given it several minutes and refreshed the page multiple times.

Edit: It did turn up eventually - according to the time stamps, just over 30 minutes later. Not a huge deal but frustrating, especially when it looks for all the world like its disappeared!

Click on 'settings' (Red box) to amend. But perhaps a way to move less viewed items 'up' or 'down' the page just like the legacy site does with the account banners under 'customerise' would be popular.

chris chris

Hi Chris,

1) Is there a way of switching off the boxes and pie chart and graph at the top of the dashboard page? - I'm not interested in seeing those, just in my different accounts which are now hidden at the bottom of the page - lots of scrolling. Or allow us to configure that page so we can choose what we see first at the top. Fixed - thanks to iRobot
2) on the dashboard - for my manual account I used to be able to easily see how much was invested and how much I had left to invest - now I have to hover over a tiny question mark to find out how much I have to invest and do some mental arithmetic to work out how is currently invested (as opposed to the total in the account which is what is displayed) - I prefer the old display which gave more useful information.
3) Downloads - please can the download as csv buttons also be at the top of each page (eg when downloading statements I have to scroll to the bottom of the page to find it). I don't mind if they are at the bottom and the top, but definitely prefer to have a button at the top to reduce loads and loads of scrolling.
4) downloaded files - once they have downloaded I have 2 problems

    a) file names - now the statements are all named as statement(1), statement(2), etc whereas before they had the name of the account - Cash, QAA etc. Ideally the name should also include the date and time of the download. Live loans download as live(1), repaid loans as repaid(1). More helpful file names would be appreciated.

    b) date and time in the new statement downloads - column B - now has a T between the date and the time - Excel is struggling to read this as a date - please can the T be removed - it didn't use to be there and I don't see that it has any use.

Other than that the new site looks pretty enough and I can do most things I need to - once I've worked out where things are.

Thanks